Planned Giving

PLANNED GIVING is a way for you to continue to make a difference in the lives of our children. There are almost as many variations on ways to make a donation as there are needs to be met. Your gift now or in the future will help Friends of Joshua House Foundation continue its vital mission to support abused, abandoned, and neglected children.

Here are just a few of the many ways you can help:

  • Gifts of Stocks and Bonds
  • Wills and Bequests
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Gifts of Life Insurance
  • Gift Annuities
  • Gift of Retirement Plans
  • Joshua House Endowment Fund

Securities/stocks: If you hold securities which would bring a long-term capital gain if sold (that is, securities which have been owned for at least one year and a day), their outright gift to Friends of Joshua House Foundation would mean significant tax savings. You are not required to pay a capital gains tax on the appreciation and can receive a tax deduction up to 30% of your adjusted gross income. Thus, the actual cost to you as a donor is often far less than the full value of your gift.
Please note that donated securities are sold at the time they are received, but values may fluctuate in that small period of time. The gift will be acknowledged based on the net amount of the sale.

Wills and Bequests: The easiest way to make a deferred gift to Friends of Joshua House Foundation is to leave a bequest in your will for a specified amount, particular securities, or other property. Bequests can be designated for a specific purpose or given without restriction. Bequests are completely tax deductible, substantially reducing your estate taxes. Deferred gifts allow you to achieve your philanthropic goals while realizing financial, tax and estate planning goals.

Charitable Remainder Trusts: When you establish a charitable remainder trust you transfer assets of stock, real estate or collectibles to a trust, but continue to receive as income a fixed percentage or fixed sum from the principal. A charitable remainder trust is tax-exempt and may sell appreciated assets without capital gains tax. At the end of the trust term, the remaining assets are distributed to Friends of Joshua House Foundation. Benefits often include increased income and reduced income tax, capital gain tax and estate tax.

Charitable Lead Trusts: You can provide a future inheritance to children, grandchildren or other heirs at reduced tax rates through placing assets in a charitable lead trust. The trust pays income to Friends of Joshua House Foundation for a fixed number of years, after which the principal would be distributed to your heirs.

Retirement Plans: You can name Friends of Joshua House Foundation as the beneficiary of your individual retirement account (IRA), tax-sheltered annuities, Keogh plan, self-employed plan (SEP) 401(k), 403 (b) and other qualified pension and profit-sharing plans. While heirs can lose up to 70 percent of your retirement plan assets to estate and income taxes, this preserves the full value of your plan.

Life Insurance Gift: You can name Friends of Joshua House Foundation as a beneficiary of any individual or group life insurance policy. You receive an estate tax deduction for insurance proceeds that pass to Friends of Joshua House Foundation on your death. If you irrevocably donate the life insurance policy itself to Friends of Joshua House Foundation you also receive an income tax deduction.

Charitable Gift Annuities: When you transfer assets into a charitable gift annuity, the fund distributes to you a fixed stream of income for life. Benefits are similar to those of a charitable remainder trust.

What is the Joshua House Endowment Fund? The Joshua House Endowment is a permanent endowment fund established to ensure Joshua House‘s long-term financial security and sustainability. Joshua House has been providing quality services to children and teens who have been abused, abandoned, and neglected Endowment Fund will support FOJH in perpetuity.

How Does The Fund Work? Gifts made to the Joshua House Endowment Fund are invested and managed by the Community Foundation of Tampa Bay (CFTB). The Fund is invested and managed by leading industry experts through the CFTB according to the CFTB’s diversified asset allocation model. To increase and grow the Endowment Fund for future sustainability currently 100% of earned interest is returned to the Fund. As the fund grows, a portion of the earnings may be utilized to cover future operating needs.

For more information or assistance, please contact
Dannielle Roqué
Development Coordinator
Friends of Joshua House Foundation, Inc.
(813) 235-3759 – Cell(text or call)